London Wall, United Kingdom | Posted on 02/10/2026
Location: London –Hybrid Model 2-3 days in the Deloitte office
This is anexciting opportunity to join Deloitte Operations for an engagement with one of ourclients.
The Role
As a Partner CustomerSuccess Manager, you are the named post-sales owner for a portfolio ofhigh-value accounting firms — both a strategic advisor and a platform adoptionexpert. You help each firm grow its practice and get more value fromQuickBooks: migrating client books onto the platform, driving adoption of thewider Intuit ecosystem, defending the relationship against competitors, andrepresenting the firm’s interests inside Intuit. You manage a large named bookthrough a mix of a regular personal cadence, signal-triggered 1:1 outreach, anddigital / 1: many leverage, using data to focus your time where it moves theneedle most.
If you are commercially minded, comfortable managing a large portfoliothrough smart prioritisation rather than blanket high-touch, and motivated byhelping accounting partners succeed, this role is for you.
Key Responsibilities
- Own a named book of high-value accountant firms as their primarypost-sales contact and single point of accountability.
- Build trusted relationships with firm leadership and key stakeholders;run the scheduled value cadence and review firm health continuously.
- Identify at-risk firms early and drive proactive engagement and recoveryplans.
- Help the accounting firm to grow their business using Quickbooks, by wayof regular success planning.
Onboarding & enablement
- Deliver a personal welcome and a clean handoff from introduction so newfirms reach first value quickly.
- Guide firms through ProAdvisor certification and ProPartner tierprogression, and drive ongoing product education through webinars and content,stepping in 1:1 when a firm stalls.
- Help firms migrate more of their client books onto QuickBooks and attachthe wider ecosystem (Payroll, Payments, Time, Bill Pay), move clients up tiers,and adopt the Intuit Accountant Suite (IAS).
- Aim pre-built expansion campaign kits at the right clients; partner withGTM / Sales on co-sell and warm handovers, pre- and post-sale.
- Monitor firm and portfolio health and respond quickly when a risk signalfires (usage drop, stalled setup, health decline, or a competitor-migrationflag). Defending a firm means defending its entire client book.
- Run one scheduled annual value review per firm, supported by anautomated mid-year value snapshot.
- Act as a point of escalation for high-priority issues, coordinatingSupport and internal teams to a timely resolution.
Advocacy & voice of thepartner
- Be the firm’s named escalation route and carry recurring product painpoints back into Intuit as roadmap insight.
- Cultivate advocacy — referrals, testimonials and community participation— and use the Partner Health Score, portfolio dashboards and triggered task listto prioritise across a large book and evidence your impact.
Experience & Skills Required
- 3+ years in Customer Success, Partner / Account Management for IntuitPlatform (QuickBooks), or B2B client engagement (a strong candidate with 1+years in a scaled CS role and clear commercial results will be considered).
- Foundational accounting / bookkeeping qualification (e.g. ACCA, ICB,CIPP) and working knowledge of accounting practises including their demands ofaccounting software
- Demonstrated ability to manage a large portfolio through prioritisationand digital leverage — comfortable owning 150+ accounts rather than a smallhigh-touch book.
- Working understanding of accounting and bookkeeping fundamentals andaccounting-firm workflows.
- Commercial track record of driving product adoption, expansion andretention, ideally within a matrixed organisation.
- Data-driven mindset; proficient with customer-success tooling(e.g. Salesforce) and analytics dashboards, and able to act on health scoresand signals.
- Excellent communication and relationship-management skills, able toengage accounting firms at all levels and explain technical solutions simply.
Preferred
- 2+ years in SaaS, cloud-based enterprise software, orfinancial-management platforms.
- QuickBooks ProAdvisor certification.
- Experience with QuickBooks or comparable accounting platforms.
- Experience in a scaled / pooled or digital-led CS motion.
- Local-market knowledge
- Working knowledge of ecosystem tools that integrate with accountingsoftware
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